Streamline Navigation in Salesforce: Set a Default Tab for your App Page

By | January 17, 2025
0 Comment

In this blog, we’ll explore how setting a default tab for a specific app page in Salesforce can streamline navigation and enhance the user experience. By guiding users to the most important tab as soon as they open the page, you ensure quick access to essential information. Follow our step-by-step guide to effortlessly set up a default tab for your Salesforce app pages.

Steps to set a Default Tab for an App Page:

  • Click on the “Setup” gear icon and go to Home.
  • In the Quick Find search box, type “App Manager” and press Enter.
App Manager
App Manager
  • Locate the app where the page needs updating.
  • Click the drop-down arrow next to the app and select Edit.
Select App From List
Select App From List
  • In the App Settings, navigate to the “Navigation Items” section.
  • Identify the app page you want to modify.
Edit App Page
Edit App Page
  • Select the App Page you want to update.
  • Configure the default tab by choosing which tab should load first when the page is accessed.
  • Drag and drop tabs as per your business needs and arrange them in the desired order on the page.
  • Once you select the default tab, click Save to apply the updates.
Set Default Tab List
Set Default Tab List
  • Ensure the app is activated for the correct profiles or users to reflect the changes.
  • Go to the Lightning App Page that you modified.
Lightning App Page
Lightning App Page
  • Similar to using the App Manager for different apps, we can set the default tab list for users based on business processes to ensure easy access and smooth operations.

By following the above blog instructions, you will be able to learn “How to set a Default Tab for a specific Salesforce App Page“. If you still have queries or any related problems, please feel free to reach out to us at salesforce@greytrix.com. More details about our integration product are available on our website and Salesforce AppExchange.

We hope you find this blog informative and valuable. If you still have any concerns or require further assistance, please don’t hesitate to contact us at salesforce@greytrix.com.

About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.

Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.

Related Posts